Loftus Wealth Strategies

Loftus Wealth Strategies Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry.

Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm focused on facilitating superior service and sound advice with a personalized touch. He’s held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms. Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day. Loftus Wealth Strategies is a Registered Investment Advisory Firm. This is not Investment Advice

Specialties: Security Registrations - Series 7, 63, 66, 26, Life & Health

10/07/2026

72. 📈  That's how many S&P 500 companies raised their earnings outlook for Q3 2026 👍🏻The 5-year average is 42.But here's...
10/06/2026

72. 📈 That's how many S&P 500 companies raised their earnings outlook for Q3 2026 👍🏻The 5-year average is 42.

But here's the catch 👀 Market breadth has been weak. Only about 40% of S&P 500 stocks are trading above their 200-day average, and a small group of large names has been carrying the index.

Our hope: a strong earnings season gives more companies a reason to participate, and leadership starts to spread out. 🤞

Worth watching. Worth keeping in perspective. ⚖️

10/06/2026

🏡🔑 Inherited Mom and Dad's house with your siblings? 👀

One wants to SELL 💵 One wants to RENT 🏘️ And every month you wait = another tax bill 🧾, another insurance payment 📄, another awkward Thanksgiving 🦃😬

✅ Two moves for the first 90 days:
1️⃣ Get it appraised NOW 📋 — it can save you big on taxes
2️⃣ Agree on the goal and put it in writing ✍️

💬 An inherited house isn't a gift until someone decides what to do with it.

🧠💰 Is the "Smart Money" heading for the exits? 🚪Big players like hedge funds and asset managers have been selling S&P 50...
10/06/2026

🧠💰 Is the "Smart Money" heading for the exits? 🚪
Big players like hedge funds and asset managers have been selling S&P 500 futures (their bets on where the stock market goes) in 5 of the last 6 weeks 📉 That's $68.1 BILLION in bullish bets pulled off the table 💸
How big is that? Only the 2020 COVID crash and the 2022 bear market saw bigger selling sprees 😳
The twist 🤔 The S&P 500 is still sitting near record highs 📈 So the big money is getting cautious while prices hold up. Who blinks first? 👀

🚨 Retirement on the horizon⁉️I’ll help you review your investments and create a financial plan that brings clarity, conf...
10/05/2026

🚨 Retirement on the horizon⁉️
I’ll help you review your investments and create a financial plan that brings clarity, confidence, and peace of mind—so you can live life exactly how you want.

10/05/2026

📅 WEEK AHEAD 🚨 Weak jobs (+29K) has the Fed in a bind 😬

Mon: ISM Services 📊
Tue: Constellation Brands 🍺
Wed: Fed minutes 🏦 + Levi's 👖
Thu: PepsiCo 🥤
Fri: Delta ✈️ + consumer sentiment 🧠

Add Iran headlines and oil near $90 🛢️ and it's a busy one. Buckle up! 🎢

10/02/2026

📉 Jobs: 29K vs 84K expected. 📈 Stocks: "great, rate hikes off the table." Bad news is good news again, famous last words. 🤔

10-yr touched 5.33% (highest since 2002), then backed off to ~5.18%. Fed hike odds for October collapsed from ~70% to ~15-20%. 🏦

Nvidia just tagged a record and a $5.7T cap 🚀 while the Dow lost 1.3% on the week. Narrow leadership is still leadership… until it isn't. 🛢️ Oil ~$90 doesn't help the inflation story either.

🚨Thinking about retirement⁉️Let’s make sure your investments and financial plan are strong enough to support the life yo...
10/02/2026

🚨Thinking about retirement⁉️
Let’s make sure your investments and financial plan are strong enough to support the life you’ve been dreaming about 💯Your freedom years are calling—let’s get you ready.

🚨 Jobs whiff 📉 September payrolls came in at just +29K vs. +89K expected 😬Unemployment ticked up to 4.2% (vs. 4.1% est.)...
10/02/2026

🚨 Jobs whiff 📉 September payrolls came in at just +29K vs. +89K expected 😬

Unemployment ticked up to 4.2% (vs. 4.1% est.) 🔺 and August got revised down by 29K ✂️ That's the third weakest jobs report of 2026 💼
But in today's market, bad news is good news 🙃 Softer labor = less pressure on the Fed to hike 🏦 Wall Street will take it 📈

Address

32895 Coastal Highway
Bethany Beach, DE
19930

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 1pm

Telephone

+13022518901

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